The Appointments report provides you with appointment data for all appointments created in MyTime. Through the report filters, you are able to filter through different appointment statuses such as currently booked appointments, completed appointments, no-shows, and canceled appointments.
This report can be used to understand different appointment data points, such as appointment time and location, appointment status, booking source, and client information all in one place.
To access this report:
- Navigate to Dashboard
- Select the Appointments tab
When the report opens, you can filter by a specific location, staff, the date the appointment was booked, and the date the appointment is scheduled for.
Once you have selected your filters, click on the UPDATE button to generate the data. On the top right of the report, you have the option to export the report as a CSV, PDF, or print version. You can also search for a specific client using the client search bar.
Filter by location the appointment is associated with. Will only be visible if multiple locations exist within the account.
Filter for appointments scheduled for a specific staff member, or all staff.
Select desired day or range. The date refers to the date the appointment is scheduled.
Filter for any appointment status. Only appointments with the selected status will be reflected.
|Time||Date and time of the appointment.|
|Location||The location associated with the appointment.|
|Client||Client associated with the appointment. Clicking this link opens the client's profile.|
|Email address of the client. If one was added to their profile, it will be reflected.|
|Phone||Phone number of the client. If one was added to their profile, it will be reflected.|
|Staff||The staff member associated with the appointment. Clicking this link opens the staff member's profile.|
|Service||The name of the service associated with the appointment.|
|Price||Price of the service(s) associated with the appointment.|
|Appointment #||The classifying number associated with an appointment. Clicking this link opens the appointment modal in Scheduler.|
The ticket associated with the appointment. Clicking this link opens the ticket in MyTime POS.
|Source||The booking source of the appointment (Booking Widget, Google, Facebook, etc).|
Appointment status 9Booked, Cancelled, Completed, etc).
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